RISR vs SPUU

Comparison between FOLIOBEYOND ALTERNATIVE INCOME AND INTEREST RATE HEDGE ETF (RISR, ETF) and DIREXION DAILY S&P 500(R) BULL 2X SHARES (SPUU, ETF).

5-Year PerformanceSPUU has outperformed RISR, delivering a return of +19.0% compared to +14.7%

RISR vs SPUU - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	RISR(ETF)	SPUU(ETF)
Net Assets	$228M	$228M
Expense Ratio	1.04%	N/A
Max Drawdown	14.88%	59.35%
Sharpe Ratio	0.15	1.53
5Y Beta	-0.01	1.93
P/E Ratio	N/A	28.95
Forward P/E	N/A	22.16
5Y Dividends CAGR	N/A	-11.13%
5Y EPS CAGR	N/A	29.37%
Debt to Equity	N/A	44.30%
P/S Ratio	N/A	3.73
P/B Ratio	N/A	5.49

Net Assets

RISR

$228M

SPUU

$228M

Expense Ratio

RISR

1.04%

SPUU

N/A

Max Drawdown

Winner

RISR

14.88%

SPUU

59.35%

Sharpe Ratio

RISR

0.15

Winner

SPUU

1.53

5Y Beta

Winner

RISR

-0.01

SPUU

1.93

P/E Ratio

RISR

N/A

SPUU

28.95

Forward P/E

RISR

N/A

SPUU

22.16

5Y Dividends CAGR

RISR

N/A

SPUU

-11.13%

5Y EPS CAGR

RISR

N/A

SPUU

29.37%

Debt to Equity

RISR

N/A

SPUU

44.30%

P/S Ratio

RISR

N/A

SPUU

3.73

P/B Ratio

RISR

N/A

SPUU

5.49

RISR vs SPUU - Historical Returns

Returns include dividend reinvestment.

Period	RISR	SPUU
1 month	+0.17%	+3.22%
3 months	+3.43%	+15.53%
6 months	+4.12%	+12.99%
1 year	+4.81%	+47.86%
5 years(CAGR)	+14.67%	+19.03%
10 years(CAGR)	N/A	+24.07%
Max(CAGR)	+14.67%	+21.41%

RISR

+0.17%

Winner

SPUU

+3.22%

RISR

+3.43%

Winner

SPUU

+15.53%

RISR

+4.12%

Winner

SPUU

+12.99%

RISR

+4.81%

Winner

SPUU

+47.86%

5Y(CAGR)

RISR

+14.67%

Winner

SPUU

+19.03%

10Y(CAGR)

RISR

N/A

SPUU

+24.07%

Max(CAGR)

RISR

+14.67%

Winner

SPUU

+21.41%

RISR vs SPUU - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

Year	RISR	SPUU
2026	+3.95%	+13.69%
2025	+4.15%	+27.32%
2024	+23.40%	+46.08%
2023	+7.62%	+48.60%
2022	+32.75%	-39.31%
2021	+0.02%	+65.73%
2020	N/A	+19.70%
2019	N/A	+64.87%
2018	N/A	-15.82%
2017	N/A	+43.41%
2016	N/A	+25.28%
2015	N/A	-1.08%
2014	N/A	+12.35%

RISR vs SPUU Drawdown Comparison

The maximum drawdown for RISR was -14.31%, occurring on Aug 16, 2022. Recovery took 192 trading sessions.

The maximum drawdown for SPUU was -59.35%, occurring on Mar 23, 2020. Recovery took 137 trading sessions.

The current RISR drawdown is -0.19%. The current SPUU drawdown is -5.88%.

Rank	RISR	SPUU
#1	-14.31% Jun 14, 2022 - Mar 21, 2023	-59.35% Feb 19, 2020 - Sep 2, 2020
#2	-8.06% Oct 30, 2023 - Feb 15, 2024	-46.59% Dec 29, 2021 - Feb 22, 2024
#3	-5.36% Mar 21, 2023 - May 22, 2023	-36.11% Sep 21, 2018 - Jun 20, 2019
#4	-4.92% Oct 11, 2021 - Nov 24, 2021	-35.18% Feb 19, 2025 - Jul 3, 2025
#5	-4.82% Feb 16, 2022 - Mar 15, 2022	-26.42% May 21, 2015 - Jul 11, 2016
#6	-4.26% Nov 24, 2021 - Jan 6, 2022	-20.78% Jan 26, 2018 - Aug 27, 2018
#7	-4.16% Jul 1, 2024 - Oct 9, 2024	-18.66% Sep 2, 2020 - Nov 16, 2020
#8	-3.78% May 25, 2023 - Jul 6, 2023	-18.19% Jan 12, 2026 - Apr 15, 2026
#9	-3.40% May 17, 2022 - Jun 10, 2022	-16.82% Jul 16, 2024 - Sep 19, 2024
#10	-3.07% Jul 11, 2023 - Aug 3, 2023	-14.36% Sep 18, 2014 - Oct 31, 2014
#11	-2.99% Oct 1, 2021 - Oct 7, 2021	-11.81% Jul 26, 2019 - Oct 28, 2019
#12	-2.60% Sep 3, 2025 - Jan 6, 2026	-10.80% Mar 28, 2024 - May 15, 2024
#13	-2.50% Feb 21, 2024 - Apr 10, 2024	-10.22% Oct 29, 2025 - Dec 24, 2025
#14	-2.10% May 13, 2024 - May 28, 2024	-10.20% Sep 2, 2021 - Oct 21, 2021
#15	-2.03% Apr 10, 2025 - May 21, 2025	-9.48% Dec 3, 2014 - Dec 23, 2014

Correlation

Correlation between RISR and SPUU is 0.83 which considered as a strong positive correlation - the stocks tend to move together.

0.83

-101

Dividend Comparison (2015 - 2026)

RISR vs SPUU dividend yield comparison.

Year	RISR	SPUU
2026	2.47%	0.15%
2025	5.95%	1.63%
2024	5.67%	0.55%
2023	7.96%	0.83%
2022	4.26%	0.88%
2021	0.30%	3.04%
2020	0.00%	8.03%
2019	0.00%	1.80%
2018	0.00%	5.50%
2017	0.00%	6.96%
2016	0.00%	8.08%
2015	0.00%	4.42%